About Joe Green

I am passionate about what I do because I have experienced how important it is to plan for the unexpected when looking towards the future. My mom was killed by a drunk driver when I was 10, and although we felt the emotional grief, because my parents had planned ahead with their advisor, we didn't struggle with financial uncertainty. Thirteen years later we lost my step-mom to brain cancer. Again we dealt with emotional pain, but yet again because of thoughtful preparation, our family was taken care of financially. I owe a lot to that advisor for the advice he shared with my parents. The opportunity for me to now build those life-long impactful relationships as I work together with clients to protect their families and invest in their future is truly a blessing for me.
When I'm not helping Christians be wise with money, I enjoy spending time with my wife and 3 boys, fishing, football, and volunteering at Warner Camp. We attend Berrien Community COG and First Church of God, St. Joseph.